1421 results found
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Alert banner breaking words
The alert banner automatically breaks words when the page gets resized. It isn't possible to edit language in the banner so that when the browser is resized, the words stay together -- it automatically moves characters to the next line. See example attached
3 votes -
yearly tax receipts
Can a check number field be added to the yearly tax receipt template field list?
3 votes -
Allow Fund Advisors to set recurring grant requests by % of spendable
We have some donor advisors who have endowed funds and want 100/50/etc% of their annual distribution to go to the same organization each year. Currently they can only set an amount for a recurring grant recommendation, but since their fund is subject to a spending policy their spendable balance amount varies year after year. Setting a percentage vs. an amount would be helpful.
3 votes -
Set Default Payment Type on Donations
Most of the donations they receive come in as checks. Would like to be able to set a default payment type that will autofill check as the payment type, unless they change it to something else.
3 votes -
award date
When paying out a scholarship, currently, the award date can be later than the payment date. There should be a safeguard in place where this can't happen, in case someone makes a mistake.
3 votes -
Link profiles to voucher items for credit card vouchers
It would be wonderful to have the option to link a profile to voucher items in a similar way to how you can add an "advisor" to a donation for indirect credit. For purchases made on our organization credit cards, we input an itemized voucher into Csuite to the credit card company, but then it is very difficult to see where purchases were actually made since it is only visible in the item description text. If there was an option (not requirement) to link to another profile, then we would be able to see from the profile the payments made…
3 votesHere is a link to a help article that might help in this situation. A voucher is entered for each charged item directly to the vendor. The vouchers are then paid to the "credit card" liability account. When the statement is received, a voucher is created for the statement value to relieve the liability. This credit card liability account can also be reconciled each month. If only one voucher is created per statement, it is common to see the vendor/employee name in the description. https://support.foundant.com/hc/en-us/articles/4405347571863-Record-Credit-Card-Transactions
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Send Login email does not function. Please make Login Info tab able to edit.
Creating fund advisors is clunky and inefficient. Send Login email does not function. Please make Login Info tab able to edit. Please create an easier way to create fund advisors.
3 votes -
Donation/events check out page: remove option to donate/ register as organization
We are encountering a problem when an individual registers for an event as an organization. This results in duplicate profiles of the organization, and we are unable to merge or delete the profiles because a ticket is associated with it. Additionally, we have difficulty knowing which individual from the organization is attending the event because the person registering does not usually go back to edit the guest information with their name. To solve this, we would like to have an option added to the donation and ticket check out page, allowing donors/attendees to input their Organization Name/Work Organization on the…
3 votesYou should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.
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Edit campaign after tickets created
We would like to be able to edit a campaign after tickets are created. Currently, we cannot edit any information on the "Details" tab once tickets are created. Sometimes, we need to make slight changes to descriptions or event names and cannot do this once tickets have been added to the event.
3 votes -
Multiple Newsletter Campaigns on Giving Hub Checkout
Currently, CSuite allows only one marketing campaign to be designated as a newsletter, resulting in a single opt-in checkbox on the Giving Hub checkout screen. Many foundations manage multiple newsletters targeting different audiences or interests and have no way to offer donors a choice at checkout.
We would like the ability to:- Designate multiple marketing campaigns as newsletter campaigns.
- Display a separate opt-in checkbox for each designated newsletter campaign at checkout.
- Add a description at the campaign level to communicate what each newsletter covers, helping donors make an informed choice.
This would allow foundations to grow segmented subscriber lists organically…
2 votes -
record payment and voucher at the same time
Record vouchers as paid and the payment method in the same screen. Record credit card transactions and payment method without the need to do a check run.
2 votes -
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles
Share Do Not Mail/ Email/ Call/ Solicit between linked profiles.
When you mark a profile as "Do Not Mail" or similar it would be great if there was the option to update linked profiles to the same status. Similar to how when an email address is updated, we're asked if we want to update all instances.
2 votes -
cash management column headers
Can we specify the column headers a little under cash management? I get confused and have to triple check myself which column is the actual invested dollars vs what our funds are saying they are invested. One of them as Investment Balance. The other can be Fund Balance or something? Thank you! :-)
2 votes -
Schedule Send Saved Financial Reports
Add the ability to schedule send saved financial reports.
2 votes -
Add delivery method to tax receipt template logic
Right now, it is not possible to set one tax receipt template to be used when printing letters and a different template to be used when sending email tax receipts. Our organization needs the email tax receipt template to be formatted differently than the print template, and there is no way to change which template CSuite will use without changing the default template every time we send receipts.
2 votes -
Alumni updates in the Portal
It would be great if a profile could update their alumni information in the portal...programs,degrees, activites, etc.
2 votes -
Recurring entries for flat fee admin fee
Allow a recurring entry to be set for Admin Fees that are the same amount every period without having to calculate and post each time.
2 votes -
Online Pledge / Promise Submission form June 2026
Please post feedback related to this release here!
2 votes -
Remove Archived/Inactive Campaigns from Donation/Voucher Dropdown List
Remove archived/inactive campaigns from the donation/voucher dropdown list. Requested on behalf of Community Foundation of the Ozarks.
2 votes -
Revshare to a diff fund - need a report
I need a report that shows funds with revshare that go to a different fund. I have a handful of these and need to track them to ensure accuracy.
I think the field name is 'revsharefunitid'. The field is called 'Give to' on the screenshot.
I just need this field to be made reportable, so I can pull it in a custom report.
I would expect I could create a report, using custom reports, that would show fund name/info INCLUDING what fund is receiving the revshare. Probably add a filter to only display records where the field is…
2 votes
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